Soa Wealth Advisors, Llc. Reduced Holdings in Q2 2025

Soa Wealth Advisors, Llc.

  • $897 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-79.3K
- 54.53%
$174.82 - $215.79 $13.9M - $17.1M
66.1K $14.3M
AAPL
Apple Inc.

Technology
-1.98K
- 0.73%
$172.42 - $223.89 $341K - $443K
268K $54.9M
ITA
Ishares Tr

ETFs
-31.2K
- 96.8%
$135.31 - $188.64 $4.23M - $5.89M
1.03K $195K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-63.9K
- 98.74%
$58.13 - $69.92 $3.71M - $4.46M
817 $57K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-87.6K
- 27.01%
$45.11 - $52.34 $3.95M - $4.58M
237K $12.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-36.5K
- 12.23%
$45.07 - $52.57 $1.64M - $1.92M
262K $12.8M
HD
Home Depot, Inc.

Consumer Cyclical
-5.87K
- 19.43%
$335.24 - $380.78 $1.97M - $2.23M
24.3K $8.92M
COST
Costco Wholesale Corp

Consumer Defensive
-2.96K
- 14.4%
$908.13 - $1056.85 $2.69M - $3.13M
17.6K $17.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-28.5K
- 7.46%
$162.76 - $195.77 $4.64M - $5.58M
354K $69M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-24K
- 19.61%
$73.7 - $90.98 $1.77M - $2.18M
98.3K $8.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-20.2K
- 28.58%
$51.14 - $57.0 $1.03M - $1.15M
50.4K $2.86M
ZTS
Zoetis Inc.

Healthcare
-6.48K
- 99.98%
$144.41 - $170.3 $935K - $1.1M
1 $0
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-10.4K
- 9.72%
$69.8 - $85.28 $723K - $883K
96.2K $7.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-257
- 1.34%
$483.48 - $539.8 $124K - $139K
18.9K $9.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-4.2K
- 40.81%
$201.28 - $266.34 $845K - $1.12M
6.09K $1.62M
DGRO
Ishares Core Dividend Growth E

ETFs
-18.6K
- 10.63%
$55.22 - $63.94 $1.03M - $1.19M
156K $9.99M
GWW
W.W. Grainger, Inc.

Industrials
-682
- 29.21%
$919.93 - $1101.66 $627K - $751K
1.65K $1.72M
DVY
Ishares Tr

ETFs
-3.89K
- 5.29%
$118.37 - $134.86 $461K - $525K
69.7K $9.26M
PH
Parker Hannifin Corp

Industrials
-3.09K
- 16.24%
$517.23 - $700.54 $1.6M - $2.16M
15.9K $11.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-7.24K
- 12.69%
$108.87 - $133.04 $788K - $963K
49.8K $6.62M
ET
Energy Transfer LP

Energy
-15.4K
- 6.58%
$15.65 - $18.93 $241K - $291K
218K $3.96M
ICLN
Ishares

ETFs
-33.4K
- 97.35%
$10.56 - $13.31 $353K - $445K
911 $11K
VOT
Vanguard Mid Cap Growth Index

ETFs
-5.34K
- 18.61%
$216.28 - $284.39 $1.16M - $1.52M
23.4K $6.65M
XOM
Exxon Mobil Corp

Energy
-572
- 2.26%
$99.93 - $119.04 $57.2K - $68.1K
24.8K $2.67M
COP
Conocophillips

Energy
-2.73K
- 45.44%
$82.66 - $106.1 $225K - $289K
3.27K $293K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.4K
- 28.64%
$24.32 - $27.87 $254K - $291K
26K $689K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.89K
- 27.24%
$221.86 - $362.89 $640K - $1.05M
7.71K $2.45M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.11K
- 17.11%
$219.76 - $276.94 $464K - $585K
10.2K $2.83M
UNH
Unitedhealth Group Inc

Healthcare
-36
- 2.86%
$274.35 - $599.47 $9.88K - $21.6K
1.22K $381K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-7.35K
- 48.77%
$37.77 - $48.45 $278K - $356K
7.72K $374K
IYR
Ishares Tr

ETFs
-2.7K
- 10.53%
$84.48 - $96.25 $228K - $259K
22.9K $2.16M
ZETA
Zeta Global Holdings Corp.

Technology
-28.9K
- 26.14%
$11.02 - $16.81 $319K - $486K
81.7K $1.27M
HDV
Ishares Core High Dividend ETF

ETFs
-1.89K
- 12.52%
$108.41 - $120.51 $205K - $228K
13.2K $1.55M
ETR
Entergy Corp

Utilities
-2.45K
- 22.4%
$79.01 - $86.61 $193K - $212K
8.48K $705K
UPS
United Parcel Service Inc

Industrials
-1.57K
- 19.82%
$91.92 - $110.2 $144K - $172K
6.33K $639K
IWX
Ishares Tr Russell 200 Value E

ETFs
-3.91K
- 10.35%
$73.26 - $84.19 $287K - $329K
33.9K $2.85M
DE
Deere & CO

Industrials
-539
- 39.26%
$412.99 - $531.48 $223K - $286K
834 $424K
PG
Procter & Gamble CO

Consumer Defensive
-246
- 1.56%
$157.66 - $172.39 $38.8K - $42.4K
15.6K $2.48M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.99K
- 22.84%
$101.97 - $126.75 $305K - $379K
10.1K $1.28M
BSX
Boston Scientific Corp

Healthcare
-2.99K
- 16.13%
$89.7 - $107.41 $268K - $321K
15.5K $1.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-244
- 23.71%
$390.26 - $489.06 $95.2K - $119K
785 $318K
ED
Consolidated Edison Inc

Utilities
-362
- 2.57%
$98.05 - $113.3 $35.5K - $41K
13.7K $1.38M
PEP
Pepsico Inc

Consumer Defensive
-711
- 15.41%
$128.02 - $151.37 $91K - $108K
3.9K $515K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1.97K
- 12.49%
$103.88 - $123.68 $204K - $243K
13.8K $1.7M
CSX
Csx Corp

Industrials
-14.3K
- 13.88%
$26.69 - $32.91 $382K - $471K
88.8K $2.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.98K
- 6.45%
$83.54 - $100.04 $166K - $198K
28.8K $2.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.93K
- 9.27%
$51.16 - $62.02 $303K - $368K
58K $3.6M
SLB
Schlumberger Limited

Energy
-2.93K
- 99.49%
$31.95 - $42.2 $93.7K - $124K
15 $0
JNJ
Johnson & Johnson

Healthcare
-129
- 1.73%
$146.36 - $159.82 $18.9K - $20.6K
7.34K $1.12M
Activity Summary
Buys All Purchases 326 New Holdings 64 Increased Positions 262 Sells All Sells 241 Reductions 240 Sold out 1 Options Calls 0 Puts 0
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